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Level 5 Learning and Development Consultant Business Partner v1.1 Mock Record Work Based Project with Professional Discussion

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Mandatory Information Apprentice Name

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Mock Assessment Date

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Start Time

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End Time

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Mock Assessment Start Instructions  

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Check that the apprentice is prepared, comfortable and ready. Revisit the purpose of the Work Based Project with Professional Discussion to independently end point assess the required knowledge, skills and behaviours required for the role. Check there are no distractions, place sign on door and ensure mobile phones are on silent. Confirm the assessment is being recorded for internal and external monitoring purposes. Begin recording and introduce yourself. Confirm date, time, location and purpose of assessment. Ask apprentice to introduce self and confirm date, time, location and Standard. Verify apprentice Photo ID or if employer is present, ask them to confirm the ID. If the assessment is a retake and the Standard stipulates the retake result will be capped, remind the apprentice of the Pass only outcome. Confirm if any reasonable adjustments have been applied for and what arrangements have been made if any have been approved. Confirm the length of the assessment dependent on level and Standard. Ask if there may be any circumstances that may impact the assessment – fire alarm testing or scheduled breaks for example. Ask the apprentice if they are in a suitable environment where they will not be disturbed. Explain that interruptions will be dealt with appropriately but could cause the assessment to be stopped. If remote assessment, then complete a room sweep. If the Standard stipulates the apprentice can refer to their portfolio during the assessment and the apprentice chooses to do so, then this must be shown to camera if paper and screen shared if online. Discuss confidentiality (names etc). Ask if the apprentice has any questions. Ask the apprentice if they would like a time check towards the end of assessment, for example 15 minutes left. Start timing confirming the time and the assessment is now beginning (Work Based Project with Professional Discussion 75 minutes +/-10 minutes) In the event of an emergency the assessment will stop immediately.

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Theme – Theories, Models and Emerging Trends Pass Descriptor P1: Referenced at least 3 recognised theories/models that underpin effective adult learning in project report and provides evidence that the project uses those. (K1)

Tick if Time Stamp/ achieved Assessor Comments

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Sample Pass Questions 

P1: Explain how you drew on adult learning theories and models to improve the effectiveness of the project’s learning outcomes.

Distinction Descriptor

Tick if Time Stamp/ achieved Assessor Comments

D1: Evidence of adaptation of models/theories or paradigms to better support the specific project. (K1)

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D2: Used examples that demonstrate an understanding and insight during the discussion that goes beyond their role, proactively discusses and demonstrates a wider understanding of the challenges and issues facing organisations in the sector/business and how those impact on their work. (B7)

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Sample Distinction Questions 

D1: To what extent did you adapt adult learning and project management theories and models for your project in order to meet the needs of the organisation more closely?

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D2: Tell me how this project has led you to a deeper understanding of your organisation’s commercial context and how this impacts on your role.

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D2: As a result of the project, what do you now understand of the organisation’s staff development needs in order to meet its business challenges?

Knowledge, Skills and Behaviours K1 Paradigms, theories and models that underpin effective adult learning, group behaviour and learning culture, for example behaviourism, cognitivism, constructivism, neuroscience. B7 They understand and apply the commercial context, realities and drivers behind learning needs and solutions. This may include an organisation’s sustainability strategy or exposure to the UK Government’s policy for net carbon zero emissions by 2050, for example, ensuring a just transition for those with legacy skills into the new green economy.

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Theme – Analysis and Research Pass Descriptor P2: Provides evidence that during project delivery that they analysed the problem, this should include demonstrating significant communication, collaboration and consultation with relevant business stakeholders to understand the requirements of the business/team (K7 K10 K16 S1 S2 S9 S15 B5) – using at least three appropriate consultancy and questioning techniques to do so (K7 S19 B2).

Tick if Time Stamp/ achieved Assessor Comments

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For example, the report or annexes shows use of tools to deliver this like SWOT, 5 Whys, brainstorming sessions, organisational needs analysis, etc. P3: Can articulate how they conducted relevant background research and why this is important e.g. they have considered business requirements/metrics/implications, L&D/industry developments, any regulatory or equality and diversity requirements. (K5,K8, K9)

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P4: Demonstrates that they collected appropriate data and information and conducted relevant data analysis as part of the project.. (K16 K17)

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P5: Has considered and planned for budgetary/resource requirements. (K6 K15 S12 S13 B7)

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P6: Evidences that they have researched and developed costed options/ideas for potential solutions, giving reasoned explanations as to their inclusion or rejection, this should include reference to consideration of any equality and diversity requirements. (K5 S3 B2 B7 B9)

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Sample Pass Questions 

P2: How did you build collaborative relationships with business stakeholders in order to fully understand their requirements?

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P2: Tell me about the different consultancy techniques and tools you used to generate ideas and debate with stakeholders.

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P3: Tell me about research you carried out in such areas as:

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o opportunities and challenges to your organisation and its sector; o relevant legislative and regulatory requirements, and best practice. 

P3: Why was this research necessary?

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P4: What sources of data did you use to inform the project and why?

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P4: Tell me how you analysed the data and what conclusions you drew.

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P5: How did you apply your knowledge of both management principles and the commercial context when planning your project budget?

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P5: How did you plan to get value for money from your deployment of resources?

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P6: Tell me about the range of options you researched and presented to stakeholders.

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P6: What were your arguments for and against implementation of different options, including regulatory requirements and potential return on investment?

Distinction Descriptor D3: Can demonstrate that their research and understanding goes further – for example they may have compared and contrasted different organisations with different learning cultures /contexts and/or that they have applied thinking beyond the organisation today, which may include consultation outside of the business. (K1 K8 S15)

Tick if Time Stamp/ achieved Assessor Comments

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Sample Distinction Questions 

D3: Tell me about any occasions when you went above and beyond expectations in research or consultation. How did you apply the knowledge you gained to benefit your project?

Knowledge, Skills and Behaviours K5 Positively incorporating diversity and inclusion into L&D interventions and processes. Researching and applying current best practice in this area. K6 Change management methodologies, and the principles of project management. K7 Consultancy tools and techniques, for example the use of SWOT, 5 Whys, weighted matrix etc, providing costed recommendations and projected impact/Return on Investment/ Return on Equity. K8 Their organisation’s vision, mission, values, strategy, plans and stakeholders; its external market and sector and the opportunities and the challenges and issues it faces. This may include an organisation’s sustainability strategy or exposure to the UK Government’s policy

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for net carbon zero emissions by 2050. K9 How business, learning and HR key performance indicators and metrics build a clear picture of how the business is performing. K10 The process of stakeholder mapping to define interactions with staff that are part of the learning needs analysis, design, delivery, and evaluation. This may include the needs of staff impacted by the move to a net carbon zero economy by 2050 and the requirements for a just transmission. K15 How to prepare, monitor and manage a budget. K16 The collection of data and information, both qualitative and quantitative, to analyse learning needs, implement effective delivery and measure outcomes and impact. K17 How to identify sources, trends and anomalies in data/information. S1 Work as an L&D business partner or consultant across the whole organisation or key functions/relevant stakeholders as appropriate, to build insight into existing levels of capability against future requirements, identifying organisational skills gaps and risks. This may include an organisation’s sustainability strategy or exposure to the UK Government’s policy for net carbon zero emissions by 2050, for example, ensuring a just transition for those with legacy skills into the new green economy. S2 Use a range of techniques to obtain an initial brief from internal stakeholders and investigate and analyse data to validate the need for a learning intervention. S3 Present a range of relevant and innovative solutions, logically and with credibility, to gain buy-in from senior stakeholders. S9 Influence management at all levels to collaborate and take responsibility for learning initiatives. S13 Identify and analyse potential cost savings to ensure maximum value. S15 Build effective working relationships with business managers (using the language of the business), peers and other L&D functions, together with relevant external organisations to deliver business results from L&D plans and solutions. B2 Probing and inquiring to delve deeper into opportunities, options and solutions. B7 They understand and apply the commercial context, realities and drivers behind learning needs and solutions. This may include an organisation’s sustainability strategy or exposure to the UK Government’s policy for net carbon zero emissions by 2050, for example, ensuring a just transition for those with legacy skills into the new green economy. B9 They develop ideas, insights and solutions for defined business benefits. This may include an organisation’s sustainability strategy or exposure to the UK Government’s policy for net carbon zero emissions by 2050, for example, ensuring a just transition for those with legacy skills into the new green economy. Delivering Learning and Development Business Impact Pass Descriptor

Tick if

Time Stamp/

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achieved Assessor Comments P7: Demonstrated that the project has a clear link between the business problem/requirements and the recommendations/ solution delivered and provides evidence that the project was designed to meet those. (K8 K9 K16 B7 B8 B9)

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P8: Has produced a project report that covers an endto-end consultancy project process, including each of the key elements: analysis; research; option development; consultation/ collaboration; implementation and evaluation. (K6 K7 K10 K11 K16 S1 S3 S5 S9 S12 B9)

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P9: Has articulated in the report an understanding of organisation’s vision, mission, values, strategy, plans, stakeholders, customers and competitors and consideration of these when undertaking the project. (K8 B7 B9)

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P10: Describes how they implemented the solution, using appropriate project management, and if relevant, change management principles to monitor. (K6 S5)

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P11: Has demonstrated that the project outcomes are implemented in a way that means measurement of the success of those outcomes is possible. (K6 K7 K11 K16 S5 B8)

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Sample Distinction Questions        

P7: What information and management tools did you use to identify the business need that was the driver for the project? P7: How did you ensure that the project delivered the expected outcomes and impacted on business performance? P8: Tell me about all the key stages you went through to bring your project to fruition. P9: To what extent did your project reflect your organisation’s vision, mission and values? P9: Explain how your project contributed to the organisation’s strategic plans. P10: To what extent did you instigate and monitor the implementation of the project in line with project management and change management principles? P11: Explain what processes you put in place so that the project was monitored throughout. P11: What has been the impact of the project on the business outcomes measured?

Distinction Descriptor

Tick if Time Stamp/ achieved Assessor Comments

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D4: Provides evidence that the project’s outcomes result in a real and measurable business benefit/s or improvement/s, for example provides evidence of this through improvement metrics, early indicators of Return on Investment, feedback from stakeholders/learners. Following implementation recommends future actions to ensure sustainable change. (K7 K11 K16 S13 B8 B9)

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D5: Demonstrated the project shows consideration of innovative and creative solutions to the problem based on a reasoned review of what fitted the requirements and budget best, which may include demonstrable cost savings. (K15 S12 S13 B2 B8)

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D6: Demonstrates that information is shared and productive and shows that they have built mutually supportive working relationships established with colleagues inside and outside the learning and development function (as appropriate to the project), to support achievement of business goals/benefits. (S9 S15 B9)

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Sample Distinction Questions      

D4: Explain how your project effected a measurable and sustainable change within the organisation. D4: How did the organisation benefit commercially as a result of your project’s outcomes? D4: How can the organisation maintain or build on the positive business outcomes from your project? D5: Explain how you used creativity and innovation to come up with effective costsaving solutions to potential budgetary problems. D6: Tell me about how you shared project information effectively with colleagues across all relevant departments. D6: How did you and business colleagues support each other through this project in order to meet mutually beneficial goals?

Knowledge, Skills and Behaviours K6 Change management methodologies, and the principles of project management. K7 Consultancy tools and techniques, for example the use of SWOT, 5 Whys, weighted matrix etc, providing costed recommendations and projected impact/Return on Investment/Return on Equity. K8 Their organisation’s vision, mission, values, strategy, plans and stakeholders; its external market and sector and the opportunities and the challenges and issues it faces. This may include an organisation’s sustainability strategy or exposure to the UK Government’s policy for net carbon zero emissions by 2050.

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K9 How business, learning and HR key performance indicators and metrics build a clear picture of how the business is performing. K10 The process of stakeholder mapping to define interactions with staff that are part of the learning needs analysis, design, delivery, and evaluation. This may include the needs of staff impacted by the move to a net carbon zero economy by 2050 and the requirements for a just transmission. K11 How to measure the impact, return on investment/expectation of learning on the business. K15 How to prepare, monitor and manage a budget. K16 The collection of data and information, both qualitative and quantitative, to analyse learning needs, implement effective delivery and measure outcomes and impact. S1 Work as an L&D business partner or consultant across the whole organisation or key functions/relevant stakeholders as appropriate, to build insight into existing levels of capability against future requirements, identifying organisational skills gaps and risks. This may include an organisation’s sustainability strategy or exposure to the UK Government’s policy for net carbon zero emissions by 2050, for example, ensuring a just transition for those with legacy skills into the new green economy. S3 Present a range of relevant and innovative solutions, logically and with credibility, to gain buy-in from senior stakeholders. S5 Initiate the design of interventions and monitor implementation. S9 Influence management at all levels to collaborate and take responsibility for learning initiatives. S12 Construct and manage a learning and development budget/project/intervention, including managing the resources to effectively deliver. S13 Identify and analyse potential cost savings to ensure maximum value. S15 Build effective working relationships with business managers (using the language of the business), peers and other L&D functions, together with relevant external organisations to deliver business results from L&D plans and solutions. B2 Probing and inquiring to delve deeper into opportunities, options and solutions. B7 They understand and apply the commercial context, realities and drivers behind learning needs and solutions. This may include an organisation’s sustainability strategy or exposure to the UK Government’s policy for net carbon zero emissions by 2050, for example, ensuring a just transition for those with legacy skills into the new green economy. B8 They are focused on outcomes and impacts. B9 They develop ideas, insights and solutions for defined business benefits. This may include an organisation’s sustainability strategy or exposure to the UK Government’s policy for net carbon zero emissions by 2050, for example, ensuring a just transition for those with legacy skills into the new green economy.

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Leadership and Management Pass Descriptor P12: Can provide examples from the project that demonstrates them as a sound Learning and Development expert within their team/organisation. (B5)

Tick if Time Stamp/ achieved Assessor Comments

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Sample Pass Questions 

P12: Tell me about occasions during the project when you used your expertise in learning and development to support and influence stakeholders and outcomes.

Distinction Descriptor D7: During the project and the consultancy activities undertaken, show that they have been able to actively influence up, down and across the organisation, in particular that they have actively influenced senior teams to action the project or support implementation of their solution. Refers to the causes of common problems with client-consultant relationships and ways of avoiding and addressing them. (S9 S15 B5)

Tick if Time Stamp/ achieved Assessor Comments

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Sample Distinction Questions 

D7: Tell me about occasions when your skills and behaviours influenced internal or external decision makers to support or contribute to your project.

Resilience, Evaluation and Continuing Professional Development Pass Descriptor P13: Articulates how they evaluated the project and its outcomes with supporting evidence of how that was

Tick if Time Stamp/ achieved Assessor Comments

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done (e.g. the appendix shows use of evaluation tools) – against the criteria laid out by the stakeholders and to make improvement for next time. (K7 B8) P14: When questioned is clear on the detail of their project and the reasons for the decisions/actions they took in relation to the solution delivered and can articulate their links to business requirements. (B8 B9)

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Sample Pass Questions  

P13: What tools and techniques did you use to measure ongoing and final project impact? P13: How did you evaluate the project against stakeholder expectations and agreed criteria?

Knowledge, Skills and Behaviours K7 Consultancy tools and techniques, for example the use of SWOT, 5 Whys, weighted matrix etc, providing costed recommendations and projected impact/Return on Investment/Return on Equity. B8 They are focused on outcomes and impacts. B9 They develop ideas, insights and solutions for defined business benefits. This may include an organisation’s sustainability strategy or exposure to the UK Government’s policy for net carbon zero emissions by 2050, for example, ensuring a just transition for those with legacy skills into the new green economy.

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Mock End of Assessment Instructions    

When finished, confirm the assessment is ending and ask the apprentice if they have any further information to add. Where applicable, discuss next steps with forthcoming assessments. Ask if the apprentice has any questions. Thank them for their time and confirm the assessment has now ended.

Face-to-face assessment: Ask the apprentice if they are happy that all activities were captured within the assessment and confirm they were assessed for the full assessment time. Ask the apprentice if there is anything they would like to add.

Result

Distinction

Pass

Fail

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Grading justification (Use this section to help the apprentice understand how the grading justification was determined)

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